GW&K Investment Management · 1 month ago
Taxable Bond Portfolio Analyst
Boston, MA
Full-time
Hybrid
Entry, Mid Level
$90K/yr - $125K/yrGW&K Investment Management is seeking a Taxable Bond Portfolio Analyst to support portfolio managers and traders in managing fixed income portfolios. The role involves monitoring portfolio performance, evaluating risk, and contributing to investment decisions across various taxable bond strategies.
Responsibilities
Monitor and analyze daily portfolio performance and risk exposures (duration, convexity, spread risk) across taxable bond strategies
Support portfolio managers and traders in implementing trade ideas, including modifying curve positioning and sector exposures
Monitor portfolios for adherence to client investment guidelines, regulatory requirements, and internal risk limits
Contribute to scenario analysis and stress testing to evaluate portfolio positioning relative to market events
Maintain internal models, dashboards, and databases used for monitoring and analysis
Prepare quarterly and monthly investment reports, including updated statistics, charts, and market commentary
Collaborate with marketing and client service teams to provide data for presentations and pitchbooks
Contribute to automation projects to streamline reporting and analysis using tools such as Python, VBA, or SQL
Partner with IT and the Enterprise Data and Analytics team to improve data accuracy and accessibility
Generate custom quantitative analysis and ad hoc support as needed
Qualification
Required
Bachelor's degree in finance, economics, mathematics, engineering, or a related field
Strong analytical and technical skills with proficiency in Microsoft Excel (pivot tables, lookups, macros)
Familiarity with Bloomberg, FactSet, Morning Star, or similar platforms
Understanding of fixed income analytics including yield curves, duration, and credit risk
Team player with strong communication skills and ability to collaborate across investment, risk, and operations teams
Ability to manage multiple priorities in a dynamic, market-driven environment
Preferred
Master's degree in engineering or a quantitative discipline
Experience with Python, SQL, VBA or R
CFA charter or progress toward CFA designation
Benefits
Discretionary bonus
Commission
Company
GW&K Investment Management
Founded in 1974, GW&K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the needs of a diverse client base.
Founded in 1974
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Harold Kotler
Chief Executive Officer, Chief Investment Officer
Tom Powers
Co-CEO
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